Robert M. Grenus, RFC
Wealth Planning Advisor
Robert M. Grenus has been a Financial Planner for over 25 years. During that time, he has attained some of the highest distinctions available in the financial services industry, both on the local and national levels. Recently, Rob was listed in the Hartford Courant in 2012-2019 as a "Five Star Wealth Manager."* Receiving his Bachelor of Science Degree in Business from Southern New Hampshire University, Rob continues to demonstrate his commitment to the importance of ongoing field-related education.
He has earned the Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants and is certified with the Connecticut Partnership for Long Term Care. Rob has worked extensively with business owners as well as numerous employees from local corporations located throughout New England, New York, and New Jersey. Specializing in helping his clients identify and tackle their planning needs, Rob is frequently asked to address timely financial topics by both civic and corporate organizations. Having proven himself to be a valuable community resource, he has had his articles on these issues published in the “Hartford Business Journal” and the “Glastonbury Citizen.”
Rob enjoys establishing the kind of long-term working relationships with his clients that makes it possible for them to pursue the goals they envision for their future. His top priority is providing them with well-timed information and encouraging them to implement the strategies that seek to lead them to a lifetime objective of financial independence. No stranger to taking action himself, Rob is actively involved in his community and throughout the Northeast through his participation in the soccer leagues, where he plays, coaches, and officiates in his spare time.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.